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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,908 | $73,981-74.4% | $105,754-82.1% | $62,881-69.9% |
| Participation rate | 69.2% | 71.7%-2.5pp | 78.9%-9.7pp | 69.3%-0.1pp |
| Annual return | 3.53% | 17.60%-14.1pp | 12.25%-8.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,512 | $4,038-62.5% | $5,326-71.6% | $3,203-52.8% |
| Admin fee / account holder | $4,498 | $5,976-24.7% | $8,309-45.9% | $4,296+4.7% |